+104.1%
FCLD price history and return analytics
+74.0%
+30.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | +4.7% | +2.4% | +2.4% | +1.3% |
| 30D | -9.0% | -1.5% | -7.5% | -6.8% |
| 3M | -11.6% | -4.1% | -7.5% | -5.9% |
| 6M | +16.5% | +0.6% | +15.9% | +15.8% |
| YTD | +33.9% | +11.0% | +22.8% | +14.6% |
| 1Y | +30.7% | +13.3% | +17.3% | +8.3% |
| 3Y | +104.1% | +73.4% | +30.7% | -11.4% |
| All | +104.1% | +74.0% | +30.1% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling